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Articles by Paul Miles
Here’s what an AI adviser will look like in three years: Client onboarding
Thinking about the artificial intelligence (AI) adviser of the future, we can expect significant advancements across various aspects of its operations. Following my first article looking at how the client acquisition process will change, I want to now explore the area of client onboarding. AI can streamline the client onboarding process by automating various tasks and leveraging data analytics to enhance efficiency and accuracy. Let’s look closer at each step: 1.
Here’s what an AI adviser will look like in three years’ time…
It is widely agreed artificial intelligence (AI) is going to bring significant improvements to the way financial advisers work. But while it is very easy to write about the possible advancements and what might happen, this will be the first in a three-part series setting out exactly what an AI adviser will look like in three years’ time. So, let’s first turn to client acquisition.
Ready for Consumer Duty? You have got to be kidding me
I do not believe the Financial Conduct Authority has any idea about the implications of the Consumer Duty to financial advisers or even to the consumer. Why do I say this? Well, according to the regulator’s latest survey, the majority of firms are on course to implement the new rules in time for the 31 July deadline. You have got to be kidding me. Unless it only surveyed the larger firms who have the resource, this can’t be true.
Eight steps to finding perfect fit technology
Selecting the right technology for your firm should be based on so much more than an initial attraction or a great looking interface. So, what should you think about when assessing technology? Here are some simple steps to follow: What are the problems you are trying to resolve? Have you taken time to assess the issues within your business before looking for a solution?
Selecting the right technology for your financial advice business
Over recent years numerous commentators have expressed their views on the role of technology within financial advice and the increasingly wide variety of software solutions that are available to financial adviser businesses. Many have sought to put their own spin on topics such as robo advice, client portals, cash-flowing planning, and digital transformation, while others have focused in on topics such as compatibility and integration.
Barge and yacht on the Medway
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